Statements

Statements should have an option to NOT include closed cases or $0 closed balances from current cases. We have several patient's who have been coming for years and their statements are 7 pages long.

Guest
Jan 18 2022

Therabill / Patient Statements

Jan 18, 2022

Admin response

This functionality already exists. On the Client Statement Settings screen, you can choose to hide sessions that have a 0.00 Balance Due amount.
https://therabill.zendesk.com/hc/en-us/articles/360006894712-Settings-Client-Balance-Statement

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